Suppliers List with date of last transaction

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Retreev
Retreev Member Posts: 22

Hi,

Is there a report in Reckon Hosted that allows you to run a suppliers listing with a column for the date of the last transaction we had with them?

Thank you.

Best Answer

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,578 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Hi Retreev

    Not specifically - The Transaction List by Supplier will show you all transactions within a specified date range & can be filtered to show one or multiple Suppliers, with the ability for filter further for other info/columns, but there's not specifically a "Last Transaction Date" column.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

Answers

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 314 ✭✭✭
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    As Shaz said, there is no good solution for it. If you plan to use this report more often, probably a custom solution might work best and I can help you with this. Let me know if you are interested.


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au


  • Retreev
    Retreev Member Posts: 22
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    Hi @PhuongDo

    Thank you, but it's not something I will be using all of the time. I was hoping I could just run a report that showed the last transaction date and then I could make all old suppliers inactive and clean up the accounts quickly and easily.

    I have just been looking at the supplier centre and going through each supplier. It's slow, but I guess it will work well enough!

    Thanks for your help.

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 314 ✭✭✭
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    Hi @Retreev,

    It is something I can add to my free tool. I will let you know once it is ready. You are free to use it. At the moment it offers some magic already :)

    Thanks,

    Phuong


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au


  • Retreev
    Retreev Member Posts: 22
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    @PhuongDo

    That would be fantastic, thank you! I will wait to hear from you when it is ready.